MIT Fiscal Ltd

Restricted - Whole of Market  Suite 5 Haviland House,, Ferndown, Dorset, BH21 7PE
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FCA authorised
Last authorised 13th September 2021
'We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!'
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Mr Mark Werner IMC FPFS
CHARTERED FINANCIAL PLANNER
Mr Brian Filburn Dip PFS
FINANCIAL PLANNER
About us

We help deliver quality financial planning advice to individuals and small businesses. We will listen to you and help to improve your financial situation now and in the future. We believe in being fair and honest with our clients, as well as offering good value for money. We will ensure that you understand our recommendations without the use of jargon.

Our services

We are committed to offering clients the highest quality of advice, so that they can define, plan and achieve their financial and life goals

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Suite 5 Haviland House,, 17 Cobham Rd, Ferndown, Dorset, BH21 7PE

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